How the Deal Was Done

Preparing for a deal, especially your own exit, is a sport.  Mark Gaeto, a partner with Falcon Capital Partners, a leading investment bank in the Philadelphia region, joins us for today’s conversation.  Mark will tell you, this may be your Superbowl. Getting to the biggest game of your life takes preparation and requires that you work-the-plan.

As an experienced investment banker and advisor, Mark leads the Technology practice and ...

Our guest for this episode of How the Deal was Done is Joe Feldman, President of Joseph Feldman Associates an acquisitions and strategic consulting firm near Chicago.    

When was the last time you engaged in role playing as part of the deal-making process?  In this episode, Joe shares how asking the question, “What if…?” and adopting the perspectives of each party to a transaction can positively inform your approach to deal-making...

In this episode, our guest is Meryl Unger, partner and head of the corporate and business law department of Katsky Korins LLP, a boutique full service New York law firm.

From ownership and management to succession planning and mergers and acquisitions, Meryl is adept at developing creative solutions to a wide range of complex business issues for her clients. She principally represents mid-sized, privately-held companies, high net w...

In this episode, our guest is Joanne Murray, Partner at the law firm Antheil Maslow & MacMinn in Doylestown, PA.

Joanne is committed to helping small business owners achieve their goals. From inception to business maturity, Joanne serves as an experienced and insightful counselor to business owners as they face the financial, legal and operational challenges that are an inevitable part of the life cycle of a business.

Sometimes the...

In this episode, our guest is Thomas Lindberg, Partner at Upstream Capital in Philadelphia, PA.

Prior to starting Upstream Capital, Thomas was at Evergreen Advisors, a Baltimore-based investment banking firm, where he advised clients on mergers, acquisitions, and corporate finance. At Evergreen, his clients included companies in healthcare services, business service and BPO, consumer products, and niche healthcare product manufactu...

In this episode we will discuss “How to avoid spitting and panic attacks at the closing table?” with Mark Thielmann, Managing Director - Corporate Advisory at KB Financial in Princeton, NJ.

Mark leads KB Financials’ Corporate Advisory Group focusing on direct investment, debt and equity financing, merger and acquisition services, capital structure development, and strategic ad...